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Jun 30, 2025
Adecoagro Q2 2025 Earnings Report
Adecoagro reported a sharp year-over-year decline in profitability for Q2 2025.
Key Takeaways
Adecoagro saw significant declines in Adjusted EBITDA and Adjusted Net Income due to lower global commodity prices and increased costs. Despite maintaining steady revenues, all segments—especially Crops and Rice—underperformed compared to last year.
Adjusted EBITDA dropped over 60% compared to Q2 2024
Net loss for the quarter reached $17 million
Revenue held relatively steady at $382.1 million
Crops segment posted negative EBITDA amid margin pressure
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Management expects productivity to recover slightly in 2H25, though challenges in pricing and costs remain across segments.
Positive Outlook
- Strong ethanol demand supported by Brazil’s E30 mandate
- Global sugar supply risks may boost prices
- Record yields in rice segment
- Improved cow productivity expected in dairy
- Energy storage flexibility to profit from higher prices
Challenges Ahead
- Global commodity prices under pressure
- Losses in biological assets impacting profitability
- Cost increases in USD terms persist across operations
- Cold front hurt sugarcane yields in late Q2
- Domestic dairy market weakened by lower demand
Historical Earnings Impact
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Avg. Return Before/After Earnings
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